Equity

Playing the Long Game: Investing During Coronavirus Uncertainty

We believe focusing on companies’ potential for long-term, sustainable earnings growth is key to helping endure the economic downturn fueled by COVID-19.

10 Things Investors Should Know about the China A Market

A-shares are shares of mainland China-based companies that are traded the Shanghai Stock Exchange and the Shenzhen Stock Exchange in local currency. The addition of these shares to MSCI's widely followed indexes is expected to spur billions of dollars in foreign investment in the Chinese market.

Emerging Markets Shake-Up

Emerging markets (EM) are grabbing headlines in this time of heightened global market volatility. The latest turmoil remains limited to only a few developing countries, but media reports are fanning fears of contagion. We believe these fears are unfounded.

Tariffs and Trade Wars: How Will Emerging Markets Fare?

The recent negative equity market response—despite limited economic exposures—reflects how markets are trying to price in the risk of escalated US protectionism, rather than any specific tariff. We believe the steel and aluminum tariffs will have a limited impact on emerging markets.

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.

Are Stretched Valuations of Big Tech Stocks a Warning?

Fast growth may be enticing but beware ignoring the rest of the market.

Life After the Pandemic

We examine how a sustained shift toward working from home might affect consumer spending habits in the post-pandemic world.

The Ongoing Rise of Tesla

Find out why we view Tesla as a transformative technology company positioned for growth well into the future.

A Focus on Growth and Innovation

Listen to a Q&A with Senior Portfolio Manager Keith Lee and Director, Product Management Mark Gregory offering a comprehensive strategy overview.

The Conundrum of Investing in Small-Cap Value Tech Stocks

We see opportunities in under-the-radar companies like laser manufacturers, but you can’t take a passive approach to finding them.

COVID-19 Changes Will Affect Emerging Markets Investment Opportunities Beyond Technology

New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behavior.

Three Reasons to Consider Mid-Cap Value Stocks

CPM Peter Hardy considers mid-cap stocks to be an investment “sweet spot.” Find out why in this month’s Market Perspective.

Value Investing Today: FAQs and Answers

In this Q&A, Executive Portfolio Manager Phil Davidson and Senior Client Portfolio Manager Mike Rode discuss current issues important to value investors.

5G Brings Growth Opportunities for Investors

Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?

Where Should Dividend-Oriented Investors Look for Opportunities Now?

Dividends are at risk in the aftermath of COVID-19 shutdowns, but we’re still finding companies that can withstand the recession and grow their dividends in the future.

The Value of ESG: Building on a Strong Foundation

Focusing on quality has historically led us to companies with strong financial and ESG characteristics.

Uncovering Value in a Market Plunge

“Unprecedented” sounds cliché, but it’s still the best way to describe the current market and economic situation. What does that mean for value investing?

Is Energy Due for a Rebound?

Stock prices may appear low, but we’re watching for oil supply and demand to show signs of rebalancing.

Actively Positioning Capital in an Uncertain World

As the coronavirus continues to alter supply chains, consumer behavior and government policy, is now really the best time to own the entire market in a portfolio?

What Fluctuating Gold Prices Tell Us About Markets

There’s something alluring about owning gold in times of uncertainty. CIO P. Satish, head of global analytics, explains why in this 2020 gold outlook.

Can Small Caps Pack Big Dividends?

With an increasing number of small companies paying dividends, VP and Portfolio Manager Miles Lewis debunks three common myths surrounding this surprising potential source of yield for income investors.

Investment Flows at the End of a Volatile Year

A volatile 2019 has driven investors to seek perceived safer shores. Here's how our ETF teams are using quality to navigate the market uncertainty.

Equity Income Strategy Update

What’s our strategy for finding high-quality overlooked companies? Our Equity Income team shares their insights and expert perspectives.

The Enduring Case for Quality Stocks

The market’s worst days don’t have to be your portfolio’s worst days. Here are some of the benefits of keeping an eye on quality.

Adding Value Through Large-Cap ESG Investing

Can my investments do well while the companies I invest in do good? This is a question many investors ask as they consider portfolios that assess ESG factors as part of the investment process.

Morningstar Changes Sustainability Ratings

Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.

Avoiding Stock Market Horror Shows

What’s our strategy for finding high-quality, overlooked companies? Executive Portfolio Manager Phil Davidson shares insight with Kiplinger.

A Rebound for Value Stocks

It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.

Getting to Know U.S. Value Investor Phil Davidson

Veteran investment manager has a record of creating value for investors.

Uncommon Techniques for Income Investing

Non-common securities may help enhance yield, reduce downside risk and dampen volatility.

Uncovering Value Amid Tech Disruption

There's always a market for value stocks out there, according to Sr. Portfolio Manager Mike Liss, even in industries disrupted by big tech.

Seeking Growth in a Softer Economy

Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.

Two High-Quality Ways to Boost Energy Exposure

Investing in small-cap energy companies can be risky. Our portfolio managers discuss two potential solutions to this dilemma.

Where are the Potential Bright Spots for Value Investors?

Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely.

Six Reasons Investors Should Consider U.S. Value Stocks

Learn why we believe high-quality, dividend-paying U.S. companies may offer solid risk/reward potential.

Off-Price Retailers May Deliver the Goods to Stock Treasure Hunters

Off-price retailers offer customers the thrill of the hunt, making them an attractive investment theme among growth stocks.

The Smart Chemo Era Is Here

Antibody-drug conjugates (ADCs) target tumor cells while avoiding healthy cells. Here's why this "smart chemo" trend is on our radar.

Small-Cap Value in 2019: A Rebound on the Way?

Looking forward to 2019, we think there’s a great opportunity for small caps to rally again. Sr. Portfolio Manager Jeff John gives three reasons why.

Finding Growth Opportunities in an Uncertain Economic Cycle

Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.

Optimism in Value Investing in 2019?

While the end of 2018 may have been rocky for financial markets, our value team is excited about their prospects in 2019.

Investing in 2019: Finding Signals Within the Noise

Portfolio Manager Prabha Ram is seeing a mix of good and bad economic indicators heading into 2019. Where is she finding opportunities in the noise?

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

Emerging Markets Equity: Are We in for a Rebound?

2018 may have been difficult for emerging markets, but Sr. Portfolio Manager Patricia Ribeiro has three reasons to look forward to a better 2019.

Emerging Market Stocks: Have They Hit Bottom?

2018 hasn't been kind to emerging markets. Sr. Portfolio Manager Patricia Ribeiro believes fears of contagion, which never materialized, caused the recent volatility. Read why she's still encouraged by opportunities.

The Case for Investing in Global Small Caps

Small-cap stocks can help provide portfolio diversification and performance potential.

"Price is What You Pay; Value is What You Get"

Growth has obviously beaten down value in recent years. But when do earnings get completely divorced from actual valuations?

Trump’s Decision to Exit from Iran Pact Boosts Energy Sector

Not sure how President Trump's recent decision to exit the Iran nuclear deal will impact energy markets? Get the latest insights from our Global Value Equity team, including how they are strategically adjusting to the developments.

Look Beneath the Surface to Understand Growth Versus Value Performance

Investors need to look beneath the surface to understand the increased gap between value stock dividends and growth stock dividends.

Secular Over Cyclical Growth

Are growth stocks expensive or attractive? CIO Greg Woodhams puts them in context, drawing a distinction between secular and cyclical growth.

Has the Bull Market Gotten a Bit Long in the “FANGs”?

Facebook, Amazon, Netflix, and Google (FANG) have been responsible for the lion’s share of U.S. market gains over the last several years.